+553.7%
MS vs FCUV
-99.3%
+652.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | +0.2% |
| 7D | +0.8% | -15.3% | +16.1% | +0.9% |
| 30D | -0.7% | -29.7% | +29.0% | -0.6% |
| 3M | -12.4% | -54.5% | +42.1% | -12.3% |
| 6M | -1.7% | -26.7% | +25.0% | -3.3% |
| YTD | +8.0% | -91.0% | +99.0% | +7.1% |
| 1Y | +16.2% | -98.0% | +114.2% | +15.8% |
| 3Y | +171.3% | -99.5% | +270.8% | +169.5% |
| 5Y | +124.8% | -99.9% | +224.6% | +123.7% |
| 10Y | +553.7% | -99.3% | +652.9% | +517.8% |
| All | +553.7% | -99.3% | +652.9% | +517.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FCUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling